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Microsoft CRM 3.0 Client-Side SDK

 

This section describes ways to customize the Microsoft CRM 3.0 application and the Microsoft CRM 3.0 client for Microsoft Office Outlook.

Article "Entity Customization: Forms and Views ," explains how to perform basic form customizations on each entity. You can easily add fields, tabs, and sections to a form by using the Web-based administration tool, without having to do any programming. However, if you want to set up more complex form customizations than the Web-based administration tool allows, Microsoft Dynamics CRM 3.0 offers a rich, client-side programming model.

In the context of Web-based applications, client-side refers to code that executes on the user's Web browser. For Microsoft CRM specifically, the client-side customizations take place primarily on an entity's form. Microsoft CRM includes a software development kit (SDK) that explains the supported methods you can use to create custom client-side scripts that tap into form and field events, such as onLoad, onSave, and onChange. This chapter examines these advanced form programming techniques. We will also review the use of IFrames within the Microsoft CRM forms and the ISV.Config file and how you can use these two features to extend the Microsoft CRM interface with your own custom Web pages. In addition, we'll supply numerous examples on how you might implement some customizations that these powerful client-side customizations allow.

Because of the nature of the client-side programming model, this chapter contains a significant amount of dynamic HTML (DHTML) and scripting code. However, even if you're not an expert with these technologies, hopefully this chapter will help you understand the types of client-side customizations possible within Microsoft CRM.

Following Articles discuss the methods and options available to a script developer attempting to enhance and extend the application forms. In addition to the new events available in Microsoft CRM 3.0, the addition of the IFrame element further enhances the ability to add custom functionality without requiring the user to leave the form. Hopefully you have seen that, by using scripts and the new touch points opened by Microsoft CRM, you can easily create user-friendly and complex application integration.

- Microsoft CRM 3.0: Client-Side SDK Overview

- Microsoft CRM 3.0: IFrames and Scripting

- Microsoft CRM 3.0: ISV.config

- Microsoft CRM 3.0: Client-Side Scripting Tips

- Microsoft CRM 3.0: Client-Side Code Examples

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